Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,795 | $115,225+201.0% | $100,712+244.3% | $138,895+149.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 18.90% | 40.35%-21.4pp | 33.27%-14.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $4,412 | $2,771+59.2% | $2,313+90.8% | $4,194+5.2% |
| Participant deferral / active EE | $7,162 | $4,699+52.4% | $4,085+75.3% | $6,396+12.0% |
| Admin fee / account holder | $2,578 | $10,844-76.2% | $9,256-72.1% | $12,562-79.5% |